Track EFS progress in real time

Wondering where those valuable ALR leads went after handing them off to your EFS? It doesn't have to be a mystery. Track leads from contacted to quoted and sold in real-time.

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No more lost leads

Assign and track EFS leads

Your leads are too valuable for guess-work. See where every lead stands and hold your EFS accountable.

2 Hi Bill, here's your agency's goal for today
3 Hi Bill, here's your agency's goal for today
Be in the know

Real-time EFS updates

Follow leads from contacted to quoted then sold. Receive updates whenever your EFS moves a lead down the pipeline.

2 Hi Bill, here's your agency's goal for today
3 Hi Bill, here's your agency's goal for today
Make the most of your leads

Powerful lead reports

Break down success rates of different lead sources and EFS performance to optimize your agency.

Hi Bill, here's your agency's goal for today
2 Hi Bill, here's your agency's goal for today
Track EFS progress

Where are your leads?

Don't let your valuable ALR leads disappear. See exactly where your leads sit in your EFS's pipeline, from first contact to sold, so you can hold them accountable.

Stay in the know

Real-time EFS updates

Get alerted as soon as your EFS moves leads down their pipeline so that you can keep better track of ALR sales throughout the month.

Discover your strengths

Your agency optimized

Which leads are most likely to sell? Is your EFS getting leads to quoted but never closing a sale? Our reports give you the data you need to make informed decisions.

Jason Kilgo, KilGO Insurance, Founder
The automation and pipeline makes it extremely easy to process. We're closing more deals than ever before!

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